AXT, Inc. downgraded its Q4 2025 revenue expectations due to delays in export permits from China for indium phosphide orders. The company expects backlog to go through during Q1-2026. AXT will double ...

Coherent is not nearly as flashy as Lumentum when it comes to revenue growth or even data center growth, yet the company is sitting in a prime position moving through 2026 as the industry navigates ...

Atomic-level defect control pushes the light-emission efficiency of indium phosphide magic-sized clusters from below 1% to over 18%. Schematic illustration of overcoming emission efficiency limits via ...